PowerPoint

Question 1

What should you show as soon as you have loaded up the template?

Answer 1

Formatting, table styles, paragraph styles (bullet point styles etc.)

And ALWAYS do the TOC automation first

Question 2

How many columns can we build out a TOC with?

Answer 2

1 or 2, but not 3

Question 3

What’s the impact of the Library for Marketing teams?

Answer 3

Currently, people aren’t using the content you’re making on Sharepoint and they’re going to market with the wrong / outdated information. Library solves this.

Question 4

How should you demo the functionality of the Library?

Answer 4

Show how easy it is to build out a certain deliverable from scratch.

Dig into the Library and pull out 4 entire sections. Leave room for bios, tombstones + objects to be pulled.

Question 5

How should you show slide check?

Answer 5

Show slide by slide, not by warning type

Question 6

How does UpSlide know if a slide is outdated?

Answer 6

UpSlide tracks updates in your library and will cross reference with the current PPT that’s open

Question 7

How does the Library get populated?

Answer 7

UpSlide does most of the heavy lifting. You send us your currently created content and we will populate the Library for you.

Question 8

How can you add content to the Library on an ongoing basis?

Answer 8

You just do it on PPT and in the UpSlide Library. Simply find the folder you want to put it in, right click and press publish.

Question 9

Can a prospect make their own rules for slide check?

Answer 9

No

Question 10

When do you show precision tools?

Answer 10

Within the slide check deck

Question 11

How can you guarantee people use the Library?

Answer 11

PS team training sessions, CSM team constantly checking in on flagged topics to run sessions, ensuring our 98% renewal rate

Question 12

Can prospects have their own filters with tombstones / bios?

Answer 12

Yes for sure. We just have basic filters in place but you can choose whichever filters you want.

Question 13

Can prospects have their own styles on bios / tombstones?

Answer 13

Yes absolutely. We will build tombstones out for you in your own style. However you want it, we can do it. E.g., ESG, fully built-out, buy-side vs sell-side differences

Question 14

What are the shapes you’re seeing with the tombstones?

Answer 14

They’re just created as standard PPT rectangles

Question 15

Who keeps the CSV file up to date for the Dynamic Library?

Answer 15

Someone on their side; usually an analyst. Takes about a minute to populate per new transaction.

Question 16

On Tombstones, when it says ‘downloading image’, what is that?

Answer 16

UpSlide takes data from the CSV file and applies the most recent tombstone format, meaning all your historic tombstones will be brought into the most up-to-date branding.

Question 17

How long does it take to build out tombstones? Who does this?

Answer 17

We build out the tombstones with our in-house PS team. Timing depends on the project.

But to give an idea of time, one of our boutique IB clients wanted simple tombstones and this took a day or so. Whereas a bulge bracket IB wanted 5 different styles and advanced logic applied and this took a fair bit longer.

Question 18

How should you frame your answers to questions?

Answer 18

With the challenge at the front.

E.g., ‘Good question. So, currently your analysts spend hours manually building tombstones for every project. With UpSlide, this will be completely changed…’

Question 19

Can we see their tombstone data?

Answer 19

No, we cannot

Question 20

How can you edit and manage templates in UpSlide?

Answer 20

As an administrator, use the Manage Templates button in the UpSlide toolbar. You can edit template names, reorder them, set default templates, and modify slide masters​

Question 21

What is the Proposal Wizard in UpSlide?

Answer 21

The Proposal Wizard helps create professional proposals by guiding you through a series of predefined steps, ensuring that all necessary content is included and formatted correctly.

Question 22

Can you favorite content in the Library?

Answer 22

Yes, in the Library pane, right-click on an item and select Add to Favorites for quick access in the future.

Question 23

Can I change the language with UpSlide?

Answer 23

Yes, to review in a different language you can use UpSlide’s Language feature

Question 24

How do you finalize and send presentations quickly using UpSlide?

Answer 24

Use the Finalize feature in the UpSlide tab to prepare your presentation for distribution, ensuring all elements are properly formatted and linked.

Question 25

What is the Facing Pages feature in UpSlide?

Answer 25

Facing Pages allows you to create layouts that span across two pages, which you may want for printing, but keep other parts one-page

Question 26

What is formatting?

Answer 26

Branding, consistency, table styles, alignments, footers, smart painter, arrange

NOT CONTENT MANAGEMENT

Question 27

What is content management?

Answer 27

Library + centralised slides

Question 28

‘Our content isn’t quite as prepared as yours is here or ready to go into the Library… what would we do?’

Answer 28

Even if you don’t have pre-made content, it’s easy to build the perfect slides with the Library (layouts) + formatting / precision tools.

Question 29

How much does it cost for base dynamic library setup?

Answer 29

From €5k per DL

e.g., €5k minimum for Tombstones + €5k minimum for Bios

Question 30

How much do the following items add to base licence fee?

Dynamic Libraries
OSM
Modelling tools
Logo Finder
PBI to PPT link
Admin

Answer 30

DL = €200
OSM = €16
Modelling = €200
Logo Finder = €80
PBI = €200
Admin = €2000

Question 31

How does the consulting day rate differ for SMBs?

Answer 31

€1,400 for SMBs

€1,600 for enterprise

Question 32

What’s the best way of describing the Library?

Answer 32

It’s a window into your Sharepoint. It doesn’t sit in a cloud or on some random server, it’s just a window into what already sits into your Sharepoint.

Question 33

Does slide check correct spelling mistakes?

Answer 33

No it can’t

Question 34

How do you show locked/linked slides?

Answer 34

Right click on a folder and press advanced publish. All slides can be locked.

Question 35

How do you publish slides in the library?

Answer 35

Right click on a folder and publish the selected object / slide / deck

Question 36

How do you switch tabs during a demo?

Answer 36

Windows + tab THEN arrow keys

Question 37

What is the most appropriate document to build out for PE, IB + FA?

Answer 37

PE - IC memo or DD Report

IB - Pitchbook

FA - DD report or pitch

Question 38

Can we customize the filters slide check uses?

Answer 38

Ask: what would you like to add that you don’t see here?

Answer: No, but these are the industry standard checks that we know to be the most time saving. We will meet with you before to check they work for you and your team

Question 39

Can i Customise what Templates I see?

Answer 39

Yes, you can choose which templates you see for which teams. you may have 10 created, but one team may just see the 3 they need. Easy to manage

Question 40

Do you have loads of content in the Templates?

Answer 40

No, that’s not how they work. Templates are about brand, Library is about content. The two don’t cross over like that.

Question 41

What is the Template? How should you describe it?

Answer 41

Template is a skeleton for a deck that brings you into the UpSlide world and brand.

Everything I do here will be in my brand; colours, fonts, paragraph styles etc

Question 42

How should you start with the Library on a demo?

Answer 42

start by just searching for basic content so they have an idea of what’s in there: our story, profiles (aurore/reed), France flag + map, overview of pharma market

Question 43

Can we reference ThinkCell charts?

Answer 43

Nope

Question 44

Who signs commercial agreements? And who signs NDAs?

Answer 44

Aurore for commercial

Vince for NDAs